Filed January 4, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,623 |
BAIRD INSURANCE SERVICES INC5 years Service code 49 · EIN 39-1236032 | Other Services | $13,158 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO INC Service code 49 · EIN 39-6037917 | Other Services | $8,500 |
WIPFLI LLP3 years Filed as: WIPFLI Service code 10 · EIN 39-0778827 | Accounting | $7,750 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,092 | $84,936-26.9% | $111,308-44.2% | $79,391-21.8% |
| Participation rate | 95.3% | 75.9%+19.5pp | 77.3%+18.0pp | 70.7%+24.6pp |
| Annual return | 11.14% | 17.45%-6.3pp | 54.67%-43.5pp | 116.88%-105.7pp |
| Employer contribution / active EE | $1,337 | $1,979-32.5% | $2,732-51.1% | $2,428-44.9% |
| Participant deferral / active EE | $4,268 | $3,888+9.8% | $4,487-4.9% | $4,046+5.5% |
| Admin fee / account holder | $390 | $537-27.4% | $7,965-95.1% | $627-37.8% |